Geldzug: CHINA STOPPED COVID-19 BY STOPPING ITS ECONOMY… …BUT CAN IT RESTART ITS ECONOMY WITHOUT RESTARTING COVID-19?
23 March 2020 Chinese authorities have told the world that COVID-19 has been contained inside China. Rules about isolation are being loosened – even in Wuhan – as the number of new cases diminishes. The number of cases outside the core areas around Wuhan remain small, because the policies of quarantines and draconian travel restrictions have succeeded in preventing new [...]
25 March 2020 Twice a year we summarise the half-year and full-year results of the companies in the ALCE portfolio. The impact of the COVID-19 epidemic has overshadowed the results which were released in February 2020, because recessions are all but inevitable in Australia, the US, and Europe. For the companies reporting below, the impact of COVID-19 will not force [...]
*LATEST* Arminius Capital hedge fund “ALPS” generates positive Chinese coronavirus returns The Arminius Capital ALPS Fund returned +1.11% for February 2020, building on its +1.38% of January. All major markets fell in February 2020: S&P500 -8.41%, Eurostoxx 600 -8.54%, NIKKEI -8.89%. To the end of February, the Arminius Capital ALPS Fund has returned +2.51% YTD 2020. (YTD 2020: S&P500 -8.56%, [...]
ASX SPI 200 FUTURES: OCT 2013 TO MARCH 9th 2020 = 0.00% return. Long-only world looking very lonely? pic.twitter.com/7bRMAixMCR — Arminius Capital (@ArminiusCapital) March 9, 2020
Global equity futures today, across the last 5 years... Japan: up 1% Australia: negative Europe: very negative US: up 35% 2020 and still cleaning up 2008's mess. "We're from the central bank and we're here to help". (Base:100) pic.twitter.com/A5vfhQBUHl — Arminius Capital (@ArminiusCapital) March 11, 2020